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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,709 | $69,541-14.1% | $59,899-0.3% | $135,380-55.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.06% | 7.95%-0.9pp | 3.46%+3.6pp | 519.81%-512.7pp |
| Employer contribution / active EE | $6,237 | $3,236+92.7% | $2,723+129.1% | $4,779+30.5% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,094 | $5,737-46.1% | $3,592-13.9% | $10,828-71.4% |